Online Help | Desktop App

Managing the Product Catalog

The Product Catalog consists of a number of Products. You can create, edit, delete products or perform workflow actions with products using the same methods as for any other Alloy Navigator Express objects.

To access this module, select either Purchasing > Product Catalog in the Sidebar, or Go > Product Catalog from the main menu.

  • ClosedTo add a Product:

    1. Click New > Product Catalog Item on the Module menu.

    NOTE: You can also create a Product while configuring a Purchase Order.

    1. On the General tab and Asset Categorization tab, fill out the mandatory fields and other fields that you consider necessary to specify the new Product details.

    2. When you have finished , click Save to save the details or click OK to save and quit the window.

  • ClosedTo edit a Product:

    1. Double-click a product record in the grid

    1. In the Product window, change the details that you want to update and click OK.

  • ClosedTo delete a Product:

    • Select a Product in the Product Catalog and click the Delete icon on the Module menu. Alternatively, you right-click the product record in the grid that you want to delete, and click Delete Selected Item(s).

Product window

The top pane of the Product window displays the ID, name, and status of the Product.

Below the top pane, the following tabs are available:

Using the Module menu of a Product window with an active status you can perform the following actions:

  • ClosedMark a Product record as Inactive:

    1. Click Actions > General > Make Inactive.

    1. In a separate window, provide details and click OK.

    After you perform this action, the Status field of the Product changes to Inactive. You can activate an inactive Product record by performing Make Active action.

  • ClosedPrint out Product details:

    • Click Print > Product Catalog.

  • ClosedPrint out a report for Products:

    1. Click Print and choose Manage Reports from the pop-up menu.

    2. In a separate window, do one of the following:

      • To browse a report, click New, in a separate window, select a report file and click Open.

      • To view a report, choose a report from the list and click Run Report.

      • To save a report, choose a report from the list, click Organize > Save As, specify the report name and click Save.

      • To replace a report, choose the report from the list and click Replace, in a separate window, specify the file name and click Open.

      • To hide/show a report in Print menu, select the report and click Organize > Hide from Print menu/Show in Print menu.

      • To rename a report, select the report and press F2, in a separate window, specify a new report name and click OK.

      • To delete a report, select the report and click Organize >Delete.

    3. Click Close.

  • ClosedRefresh the window to reflect the latest changes:

    • Click Actions > Refresh.

  • ClosedView all Product's dependencies:

    • Click Actions > Show Dependencies.

Workflow Management